Presults app logo
BT Cloud Work for Presults
by Presults LLC

Automated data archiving for SEC and FINRA compliance.

ALSO AVAILABLE FOR

These service providers are built on top of the RingCentral Platform. Apps that work for RingCentral also work for these service providers.

Charter Enterprise
Charter SMB
Frontier + RingCentral
RingCentral for Symphony
RingCentral mit 1&1 Connected Calls
RingCentral mit ecotel
RingCentral mit Telekom
Unify Office by RingCentral

RingCentral for Presults

BT Cloud Work for Presults is a direct integration where users can archive their BT messages (such as your text and SMS data). Presults is used by individuals, firms and institutions that are regulated by the Securities and Exchange Commission (SEC) and FINRA in order to comply with recordkeeping rules and regulations. Presults for BT Cloud Work helps you to manage and archive your conversations. 

Features:

  1. Direct API integration to store your SMS, and chats data 
  2. Ability to export your BT Cloud Work data at anytime
  3. Search for keywords and filter by dates
  4. Automatically archive all SMS and opt-in to archive team chats and voicemails

Benefits:

  1. Direct integration with Presults
  2. Store all of your client communications in one place
  3. Search and audit your text communications

Getting Started

The BT Cloud Work for Presults app can be connected through the Presults console (console.presults.com) after it is enabled by our Customer Support Team.

Contact the Presults Customer Support Team with any questions at [email protected] or connect with our team through the chat features on our website at presults.com.

Requirements:

  1. Connect your account in the Presults Console
  2. BT Cloud Work Advanced or Ultra license